WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,703,000 | -10.8% | 23,116 | -10.1% | 0.79% | -14.2% |
| Q3 2021 | $1,910,000 | -0.1% | 25,724 | +0.5% | 0.92% | -0.1% |
| Q2 2021 | $1,911,000 | -0.9% | 25,592 | -4.1% | 0.92% | +3.4% |
| Q1 2021 | $1,928,000 | +1.2% | 26,688 | -4.6% | 0.89% | -3.0% |
| Q4 2020 | $1,906,000 | -2.4% | 27,983 | -14.1% | 0.92% | +8.3% |
| Q3 2020 | $1,952,000 | +7.5% | 32,587 | -0.2% | 0.84% | +7.8% |
| Q2 2020 | $1,816,000 | +14.0% | 32,654 | -1.5% | 0.78% | -0.5% |
| Q1 2020 | $1,593,000 | -30.4% | 33,146 | -0.9% | 0.79% | -16.9% |
| Q4 2019 | $2,290,000 | +3.7% | 33,440 | -3.8% | 0.95% | -0.9% |
| Q3 2019 | $2,208,000 | -1.5% | 34,767 | +0.8% | 0.96% | -3.0% |
| Q2 2019 | $2,242,000 | -0.7% | 34,486 | +0.6% | 0.99% | -7.5% |
| Q1 2019 | $2,257,000 | +10.4% | 34,288 | +1.1% | 1.07% | +3.0% |
| Q4 2018 | $2,045,000 | -14.9% | 33,906 | -4.9% | 1.04% | -9.2% |
| Q3 2018 | $2,403,000 | -6.6% | 35,664 | -0.3% | 1.14% | -9.4% |
| Q2 2018 | $2,574,000 | -5.3% | 35,771 | +0.6% | 1.26% | -9.9% |
| Q1 2018 | $2,719,000 | +2.0% | 35,575 | +2.5% | 1.40% | +1.5% |
| Q4 2017 | $2,665,000 | +8.6% | 34,702 | +4.6% | 1.38% | +1.5% |
| Q3 2017 | $2,454,000 | +5.6% | 33,185 | -0.7% | 1.36% | -8.8% |
| Q2 2017 | $2,323,000 | +14.0% | 33,412 | +7.3% | 1.49% | +8.5% |
| Q1 2017 | $2,038,000 | +15.1% | 31,126 | +5.5% | 1.37% | -2.1% |
| Q4 2016 | $1,771,000 | +1.4% | 29,501 | +3.6% | 1.40% | -3.6% |
| Q3 2016 | $1,747,000 | +12.5% | 28,465 | +2.9% | 1.45% | +7.9% |
| Q2 2016 | $1,553,000 | -3.3% | 27,670 | +1.5% | 1.35% | -7.6% |
| Q1 2016 | $1,606,000 | +2.0% | 27,270 | +0.6% | 1.46% | -4.1% |
| Q4 2015 | $1,575,000 | +4.8% | 27,111 | -0.5% | 1.52% | +0.2% |
| Q3 2015 | $1,503,000 | -6.7% | 27,246 | +2.0% | 1.52% | -2.4% |
| Q2 2015 | $1,611,000 | – | 26,705 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |